MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$442K
3
+$275K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$252K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$220K
2
+$137K
3
+$113K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$104K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$83.5K

Sector Composition

1 Technology 7.41%
2 Consumer Discretionary 5.7%
3 Financials 2.45%
4 Communication Services 1.06%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.02K ﹤0.01%
78
402
$3.95K ﹤0.01%
15
403
$3.9K ﹤0.01%
93
404
$3.9K ﹤0.01%
98
405
$3.89K ﹤0.01%
12
406
$3.82K ﹤0.01%
111
407
$3.82K ﹤0.01%
10
408
$3.79K ﹤0.01%
108
409
$3.78K ﹤0.01%
116
410
$3.68K ﹤0.01%
19
411
$3.66K ﹤0.01%
9
412
$3.62K ﹤0.01%
106
413
$3.62K ﹤0.01%
45
414
$3.6K ﹤0.01%
77
-166
415
$3.58K ﹤0.01%
77
416
$3.56K ﹤0.01%
127
417
$3.5K ﹤0.01%
78
418
$3.49K ﹤0.01%
15
419
$3.46K ﹤0.01%
+35
420
$3.44K ﹤0.01%
66
+41
421
$3.4K ﹤0.01%
38
422
$3.36K ﹤0.01%
86
423
$3.35K ﹤0.01%
19
424
$3.34K ﹤0.01%
206
425
$3.32K ﹤0.01%
68
15 16
17
18 19